0001786241-21-000005.txt : 20211021 0001786241-21-000005.hdr.sgml : 20211021 20211021122912 ACCESSION NUMBER: 0001786241-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211021 DATE AS OF CHANGE: 20211021 EFFECTIVENESS DATE: 20211021 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HILLTOP WEALTH ADVISORS, LLC CENTRAL INDEX KEY: 0001786241 IRS NUMBER: 812450574 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19735 FILM NUMBER: 211336386 BUSINESS ADDRESS: STREET 1: 6340 QUADRANGLE DRIVE STREET 2: SUITE 100 CITY: CHAPEL HILL STATE: NC ZIP: 27517 BUSINESS PHONE: 919-401-1500 MAIL ADDRESS: STREET 1: 6340 QUADRANGLE DRIVE STREET 2: SUITE 100 CITY: CHAPEL HILL STATE: NC ZIP: 27517 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001786241 XXXXXXXX 09-30-2021 09-30-2021 HILLTOP WEALTH ADVISORS, LLC

6340 QUADRANGLE DRIVE SUITE 100 CHAPEL HILL NC 27517

13F HOLDINGS REPORT 028-19735 N Lance Whittemore 804 521-6016 Lance Whittemore Powhatan VA 10-21-2021 0 36 142379 false INFORMATION TABLE 2 HilltopWealth_13f.xml ISHARES TR NATIONAL MUN ETF 464288414 20433 175893 SH SOLE 0 0 0 175893 DISNEY WALT CO COM 254687106 389 2298 SH SOLE 0 0 0 2298 VANGUARD INDEX FDS LARGE CAP ETF 922908637 232 1157 SH SOLE 0 0 0 1157 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 12964 256772 SH SOLE 0 0 0 256772 ISHARES TR MSCI USA MIN VOL 46429B697 10911 148452 SH SOLE 0 0 0 148452 ISHARES TR ESG AW MSCI EAFE 46435G516 1453 18541 SH SOLE 0 0 0 18541 VANGUARD INDEX FDS GROWTH ETF 922908736 507 1746 SH SOLE 0 0 0 1746 ISHARES INC ESG AWR MSCI EM 46434G863 726 17515 SH SOLE 0 0 0 17515 ISHARES TR GL CLEAN ENE ETF 464288224 450 20802 SH SOLE 0 0 0 20802 ROYAL BK CDA COM 780087102 236 2376 SH SOLE 0 0 0 2376 ISHARES TR CORE MSCI TOTAL 46432F834 205 2885 SH SOLE 0 0 0 2885 ISHARES INC MSCI EMERG MRKT 464286533 455 7264 SH SOLE 0 0 0 7264 JPMORGAN CHASE & CO COM 46625H100 317 1936 SH SOLE 0 0 0 1936 ISHARES TR CORE S&P SCP ETF 464287804 17457 159875 SH SOLE 0 0 0 159875 ISHARES TR MSCI EAFE MIN VL 46429B689 287 3814 SH SOLE 0 0 0 3814 VANGUARD INDEX FDS MID CAP ETF 922908629 5042 21298 SH SOLE 0 0 0 21298 FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402 12138 842355 SH SOLE 0 0 0 842355 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 385 6030 SH SOLE 0 0 0 6030 HEALTHPEAK PROPERTIES INC COM 42250P103 273 8143 SH SOLE 0 0 0 8143 VANGUARD WORLD FD MEGA CAP INDEX 921910873 4297 28200 SH SOLE 0 0 0 28200 HOME DEPOT INC COM 437076102 336 1025 SH SOLE 0 0 0 1025 HIGHWOODS PPTYS INC COM 431284108 311 7100 SH SOLE 0 0 0 7100 ISHARES TR ESG AWARE MSCI 46435U663 643 16477 SH SOLE 0 0 0 16477 VANGUARD WORLD FD MEGA GRWTH IND 921910816 3643 15514 SH SOLE 0 0 0 15514 VENTAS INC COM 92276F100 289 5230 SH SOLE 0 0 0 5230 ISHARES TR S&P 500 GRWT ETF 464287309 25576 346038 SH SOLE 0 0 0 346038 ISHARES TR CORE MSCI EAFE 46432F842 694 9353 SH SOLE 0 0 0 9353 MICROSOFT CORP COM 594918104 427 1514 SH SOLE 0 0 0 1514 ISHARES TR CORE S&P MCP ETF 464287507 1370 5206 SH SOLE 0 0 0 5206 ISHARES TR S&P 500 VAL ETF 464287408 5419 37267 SH SOLE 0 0 0 37267 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 2157 22043 SH SOLE 0 0 0 22043 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6110 122170 SH SOLE 0 0 0 122170 ISHARES TR CORE S&P500 ETF 464287200 330 766 SH SOLE 0 0 0 766 ISHARES TR MSCI USA ESG SLC 464288802 820 8546 SH SOLE 0 0 0 8546 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4761 62102 SH SOLE 0 0 0 62102 JOHNSON & JOHNSON COM 478160104 336 2079 SH SOLE 0 0 0 2079